Details under FATCA & CRS: The Central Board of Direct Taxes has notified Rules 114F to 114H, as part of the Income-tax Rules, 1962, which Rules require Indian

financial institutions such as the Bank to seek additional personal, tax and beneficial owner information and certain certifications and documentation from all our account

holders. In relevant cases, information will have to be reported to tax authorities / appointed agencies. Towards compliance, we may also be required to provide

information to any institutions such as withholding agents for the purpose of ensuring appropriate withholding from the account or any proceeds in relation thereto.

Should there be any change in any information provided by you, please ensure you advise us promptly, i.e., within 30 days.

It is important that you respond to our request, even if you believe you have already supplied any previously requested information.

Gross Annual

Income Details

in INR

Below 1 Lakh 5 - 10 Lacs 25 Lacs - 1 Crore

1 - 5 Lacs 10 - 25 Lacs > 1 Crore

Net Worth in INR. In Lakhs

`. ________________________

Net Worth as on M M Y Y Y YDD

Supplementary KYC Information & FATCA-CRS Declaration - Individuals & HUF

(Please consult your professional tax advisor for further guidance on your tax residency, FATCA / CRS Guidance)

Type of address given at KYC KRA Registered Office Residential or BusinessResidential Business

Country of Birth

Place of Birth

Occupation

Details Business

Private Sector

Proffessional

Government Service

Public Sector

Agriculturist

Housewife

Student

Retired

Forex Dealer

Others [Please specify]

Politically Exposed Person [PEP] Yes Related to PEP Not Applicable

Folio No. *If PAN is not available PAN*

Name Gender M F O

Are you a tax resident of any country other than India? Yes No

%Tax Identification Number #Country Identification Type

(TIN or Other, please specify)

#To also include USA, where the individual is a citizen / green card holder of The USA%In case Tax Identification Number is not available, kindly provide its functional equivalent $

If yes, please indicate all countries in which you are resident for tax purposes and the associated Tax ID Numbers below.

Nationality

I / We have understood the information requirements of this Form (read along with the FATCA & CRS Instructions) and hereby confirm that the information provided by me/us on this Form is true, correct, and complete. I / We also confirm that I / We have read and understood the FATCA & CRS Terms and Conditions below and hereby accept the same.

Signature

Date m m y y y ydd

Place

Certification

FATCA & CRS Terms & Conditions

For investor convenience, Karvy Computershare is collecting this mandatory information for updating across all participating Karvy Serviced Mutual Funds (list in the cover email / letter) where you are already an investor or would become an investor in future.

Please submit the form duly filled, signed, for all the holders, separately, and submit at your nearest Karvy Computershare branch or you can dispatch the hard copy to -

Karvy Computershare Pvt. Ltd., Karvy Selenium Tower B Unit – FATCA / CRS / UBOPlot Nos. 31 & 32 | Financial District | Nanakramguda Serilingampally Mandal | Hyderabad - 500032 | India